JB
JB
Jeffrey Beebe
31 Years of Experience
Horsham, PA
2 DisclosuresBroker
Jeffrey Beebe is a registered investment advisor at Eagle Strategies LLC, based in Horsham, PA, with 31 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
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Location
100 Witmer Road, Suite 100, Horsham, PA, 19044
Get directionsHistory
Regulatory History (2)
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Financial
December 2021Final
Customer Dispute
March 2006Settled
Employment History
Current Registrations
Eagle Strategies LLC
April 2023 - Present · 3 yrs 3 mos
Nylife Securities LLCBroker
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Cetera Investment Advisers LLC
September 2019 - December 2021 · 2 yrs 3 mos
Cetera Financial Specialists LLCBroker
September 2019 - December 2021 · 2 yrs 3 mos
Raymond James Financial Services Advisors, INC
May 2016 - September 2019 · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
May 2016 - September 2019 · 3 yrs 4 mos
Essex National Securities, LLC
July 2010 - May 2016 · 5 yrs 10 mos
Essex National Securities, INC.
October 2007 - June 2010 · 2 yrs 8 mos
Essex National Securities, LLCBroker
January 2006 - May 2016 · 10 yrs 4 mos
Citigroup Global Markets INC.
May 2002 - February 2006 · 3 yrs 9 mos
Citigroup Global Markets INC.Broker
January 1999 - February 2006 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1993 - January 1999 · 5 yrs 5 mos
State Registrations4 states
ILMENJPA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.